Blue Bell Private Wealth Management LLC grew its holdings in SRH Total Return Fund, Inc. (NYSE:STEW – Free Report) by 6.6% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 144,744 shares of the company’s stock after purchasing an additional 9,018 shares during the quarter. Blue Bell Private Wealth Management LLC owned about 0.15% of SRH Total Return Fund worth $2,106,000 as of its most recent SEC filing.
Other institutional investors and hedge funds have also made changes to their positions in the company. Nemes Rush Group LLC purchased a new position in SRH Total Return Fund during the fourth quarter worth approximately $50,000. Principal Securities Inc. acquired a new position in shares of SRH Total Return Fund during the 4th quarter valued at about $133,000. Nomura Holdings Inc. acquired a new position in shares of SRH Total Return Fund during the 4th quarter valued at about $198,000. Integrated Capital Management Inc. grew its holdings in shares of SRH Total Return Fund by 13.9% in the second quarter. Integrated Capital Management Inc. now owns 13,881 shares of the company’s stock valued at $202,000 after purchasing an additional 1,690 shares during the period. Finally, Level Four Advisory Services LLC increased its position in SRH Total Return Fund by 6.7% during the fourth quarter. Level Four Advisory Services LLC now owns 18,198 shares of the company’s stock worth $252,000 after purchasing an additional 1,142 shares during the last quarter. 15.61% of the stock is currently owned by institutional investors and hedge funds.
SRH Total Return Fund Trading Down 1.2 %
NYSE:STEW opened at $15.78 on Friday. The company’s 50-day moving average is $15.11 and its two-hundred day moving average is $14.76. SRH Total Return Fund, Inc. has a 1-year low of $12.07 and a 1-year high of $16.01.
SRH Total Return Fund Dividend Announcement
SRH Total Return Fund Profile
SRH Total Return Fund, Inc is a closed-ended balanced mutual fund launched and managed by Paralel Advisors LLC. Rocky Mountain Advisers, LLC serves as the Fund's sub-adviser. The fund invests in equity and fixed-income markets across the globe. It seeks to invest in securities of companies operating across diversified industries.
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